Templates
Private Equity
Venture Capital Associate Onboarding
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Venture Capital Associate Onboarding

1
Send welcome email to new Venture Capital Associate
2
Provide employee handbook and policy documents
3
Schedule initial meeting with direct supervisor
4
Arrange workstation setup and IT access
5
Setup company email and communication channels
6
Provide orientation on company mission and values
7
Key introductions to rest of team
8
Provide list of current projects and investments
9
Overview of common tools and software used by team
10
Support in setting up and learning project management software
11
Arrange first meeting with mentor or buddy
12
Schedule product and service training sessions
13
Provide safety and security orientation
14
Arrange logistics for first company-wide meeting
15
Enroll in benefits and payroll system
16
Introduction to performance expectation and key metrics
17
Space for questions and clarification
18
Approval: Direct Supervisor for Accomplishment of Onboarding Tasks
19
Schedule regular check-ins with direct supervisor for first few months